Putney Financial Group’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Putney Financial Group’s Portfolio JPLD Stock Details JPLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$146K	Buy	+2,845	New	+$148K	0.12%	91

Other funds holding JPLD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Putney Financial Group's JPLD Position: Q3 2026 in Review

Putney Financial Group opened a new position in JPMorgan Limited Duration Bond ETF (JPLD) in Q3 2026: 2,845 shares worth $146K. The stake represents 0.12% of the portfolio and ranks #91 among its holdings.

108 funds tracked by Wall St. Rank hold JPLD as of Q3 2026.

Putney Financial Group held 2,845 shares of JPMorgan Limited Duration Bond ETF worth $146K as of Q3 2026.
JPMorgan Limited Duration Bond ETF was a new Putney Financial Group position in Q3 2026.
JPMorgan Limited Duration Bond ETF made up 0.12% of Putney Financial Group's portfolio in Q3 2026, its #91 holding.
108 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q3 2026.

Based on Putney Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.